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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,085 | $108,882+21.3% | $96,754+36.5% | $154,746-14.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.83% | 98.39%-76.6pp | 82.04%-60.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $15,029 | $3,018+397.9% | $2,679+460.9% | $4,379+243.2% |
| Participant deferral / active EE | $16,949 | $5,323+218.4% | $4,758+256.2% | $6,730+151.8% |
| Admin fee / account holder | $148 | $10,200-98.6% | $8,905-98.3% | $14,365-99.0% |